Category Archives: BRICs

Slowing Russian growth sets up interest rate fight

Posted on January 31, 2013 by macromon

(click here if video is not observable)

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Emerging economies in 2013 – Economist

Posted on January 2, 2013 by macromon

Great perspective on the emerging markets. “China’s ‘authoritarian growth miracle’ is over…. they just don’t last” – William Easterly Which countries will be the economic success stories of 2013? William Easterly, professor of economics at New York University, and Dambisa … Continue reading →

Posted in BRICs, China, Video | Tagged , , | 2 Comments

Stratfor: Russia’s Massive Demographic Shift

Posted on December 4, 2012 by macromon

Stratfor explains how Russia’s diversifying population coupled with a proportional increase in the post-Soviet era population will pose the greatest challenge to the government. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable)

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PetroBlahs

Posted on August 7, 2012 by macromon

This dog has hurt us big time over the years. So much for state-directed capitalism and one reason, in our opinion, why the markets are shitting BRICs! Back in 2008 Goldman Sachs listed Petrobras’ share price at $60, now-a-days it … Continue reading →

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‘The Girl From Ipanema’ Turns 50 – WSJ

Posted on July 2, 2012 by macromon

Great video from the Wall Street Journal.   Didn’t know the Girl is real. As she the song turns fiddy let’s hope the BOVESPA chart starts to turn up! (click here if video is not observable)

Posted in BRICs, General Interest | Tagged , , | 2 Comments

HSBC Flash China PMI At 7-Month Low

Posted on June 21, 2012 by macromon

Here’s the first piece of today’s data dump from Markit that hammered the markets and Mr. Risk. Commenting on the Flash China Manufacturing PMI survey, Hongbin Qu, Chief Economist, China & Co-Head of Asian Economic Research at HSBC said: “China’s … Continue reading →

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OECD leading indicators point to diverging economic activity

Posted on June 11, 2012 by macromon

The OECD reported today, Composite leading indicators (CLIs), designed to anticipate turning points in economic activity relative to trend continue to point to divergence between economies. The CLIs for Japan, the United States and Russia continue to signal improvements in … Continue reading →

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Russian Rouble Tumbles With Oil Prices

Posted on June 2, 2012 by macromon

(click here if video is not observable)

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About that other 800 pound Macro Swan in the room…

Posted on May 24, 2012 by macromon

Good stuff from the Economist’s cover story and 14-page special report on China’s economy.  Run, don’t walk, to read it.  Here’s a taste, CHINA’S weight in the global economy means that it commands the world’s attention. When its industrial production, … Continue reading →

Posted in Black Swan Watch, BRICs, China | Tagged , , , | 2 Comments

Commodities in the Kamode

Posted on May 23, 2012 by macromon

Commodities are breaking hard.  Who knows where they bounce, but it does feel a bit overdone here.  Note the chart illustrates when the CRB is this oversold — an RSI reading of around 20 — it sets up for a … Continue reading →

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